Product Code:

Product Code:

Estate Planning and Wealth Preservation delivers expert analysis and coverage for typical and high-end estates, all within a "reader-friendly" text that can also be used to explain sophisticated estate planning techniques to clients.

create opportunities for estate/gift tax minimization and take advantage of situations leading to such opportunities.

Professional advisors who specialize in the areas of estate planning, business succession planning, taxation, and trust law will also be particularly impressed by the scope and depth of this treatise's coverage of specialized, high-end estate planning techniques, such as the creation and funding of designer charities. Such experts will also find great value in the treatise's discussion of:

Solutions for estate planning issues created by asset protection techniques;

Strategies for dealing with estates holding large blocks of registered securities;

Specialized tactics for high-end international estates; and

Other unique issues that must be addressed by the high-end estate planner.

This treatise includes detailed examination of:

The fundamentals of estate planning under the estate, gift, and generation-skipping transfer taxes (as well as the income taxation of trusts, estates, and beneficiaries).

Strategies for making inter vivos gifts of present and future interests;